Umberto Perez
Investment adviser representative at Castleview Partners, LLC
11 yearsExperience
1 stateRegistered in
$416.9MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Kovack Securities, Inc.Feb 2016 to now
- Castleview Partners, LLCOct 2015 to now
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (FL).
Castleview Partners, LLC
$416.9MAssets managed
594Clients
11Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4149270
- Firm CRD
- 281410